Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,080 | $99,652-81.9% | $78,778-77.0% | $147,586-87.7% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.2%-12.0pp | 82.8%-25.7pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $2,732 | $2,796-2.3% | $1,986+37.6% | $4,876-44.0% |
| Participant deferral / active EE | $7,171 | $3,664+95.7% | $2,958+142.4% | $5,439+31.8% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |